Bank Reconciliation - Show current bank feed balance
Add the ability to display the current actual bank balance from the bank feed alongside the statement balance and Xero balance. This would help users quickly see their true available funds without needing to log into their bank separately.
Currently:
We can only see the statement balance and Xero balance
Must log into bank separately to see actual current balance
No way to quickly verify available funds within Xero
Proposed Solution:
Add a "Current Bank Balance" column that pulls the real-time balance from the bank feed, similar to QuickBooks Online. This would:
Display alongside existing balance columns
Update automatically with bank feed
Show actual available funds
Save time switching between platforms
Business Benefits:
Improved cash flow visibility
Faster decision making
Reduced need for multiple logins
Better reconciliation reference point
More efficient financial management
Jayme Shattp
shared this idea